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Disclosery

Modern Wealth Management, LLC: DSU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on DSU, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 64,107 DSU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,107 shares
    Change vs previous 13F -5,646 shares

    0.01% of the 13F portfolio, value $621,837.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,753 shares
    Change vs previous 13F -11,057 shares

    0.01% of the 13F portfolio, value $675,207.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,810 shares
    Change vs previous 13F -17,935 shares

    0.02% of the 13F portfolio, value $822,645.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 98,745 shares
    Change vs previous 13F +1,272 shares

    0.02% of the 13F portfolio, value $1,048,668.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 97,473 shares
    Change vs previous 13F -2,154 shares

    0.03% of the 13F portfolio, value $1,029,312.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 99,627 shares
    Change vs previous 13F +2,432 shares

    0.03% of the 13F portfolio, value $1,040,105.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 97,195 shares
    Change vs previous 13F +34,709 shares

    0.04% of the 13F portfolio, value $1,045,818.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 62,486 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $689,222.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).